Recent Discussions

Discussion List

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  Merged: Consider only a Percentage of the Account Balance for Net Worth

  Closed Shibin Ishaque 1 view 0 comments 0 points Most recent by Shibin Ishaque February 19Using the Net Worth Feature
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  Can we apply an exchange rate for an account?

  Closed SROBERTS 31 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  Wealthsimple returning 0$ accounts with simplifi

  Closed SROBERTS 79 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  How to Invoice Clients for Incurred Expenses

  Answered ✓ Closed Mortimer Duke 42 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts
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  Please add Mazda Financing

  In Review Annie 608 views 15 comments 14 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
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  11

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  Second United Wholesale Mortgage URL

  In Review monroe 1.4K views 25 comments 11 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
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  HealthEquity HSA Investment Account Missing

  Closed aqua 330 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  CareCredit account no longer available to connect after login portal migration (FDP-103)

  Closed daeSTorm 410 views 6 comments 1 point Most recent by daeSTorm February 18Adding and Updating Accounts
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  Paperclip Icon in Transaction List (edited)

  Closed Spreadsheet Annie 18 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
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  Historical data for some accounts not being pulled in

  Closed System 34 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Merged: HealthEquity issue NOT resolved. Why are you deleting my posts?

  Closed nrp06 1 view 0 comments 0 points Most recent by nrp06 February 18Adding and Updating Accounts
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  Missing Investment Account from Citibank (edited)

  Closed Bill N 134 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

  Closed ambronet 674 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts
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  Merged: Money taken out of savings goals goes back into available to spend

  Closed SMSmith96 1 view 0 comments 1 point Most recent by SMSmith96 February 18Feature Requests
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  66

  Up Down
  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 1.2K views 29 comments 66 points Most recent by SMSmith96 February 18Feature Requests
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  Sales Receipts for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 32 views 2 comments 1 point Most recent by Coach Natalie February 18Quicken Business & Personal Feedback
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  New Feature Alert: Sales Receipts for Quicken Business & Personal!

  Closed Coach Natalie 226 views 1 comment 1 point Most recent by Coach Natalie February 18Updates From the Product Team
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  Both Citi accounts show I need to "fix" the connection (edited)

  Closed disc2120 165 views 9 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 1.2K views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Options to show discretionary spending across categories in Planned Spend?

  Closed everydave 116 views 9 comments 0 points Most recent by Coach Jon February 17Using the Spending Plan
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  ADP Retirement Services - Care Code: Not found / FDP-103 (edited)

  Closed jgould56 208 views 13 comments 0 points Most recent by Coach Jon February 17Adding and Updating Accounts
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  Watchlist Request - Stop displaying anticipated expenses (edited)

  Closed Mortimer Duke 40 views 1 comment 0 points Most recent by Coach Jon February 17Using Watchlists
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  Simplifi won't add an RSU account with Fidelity (edited)

  Closed Mortimer Duke 206 views 11 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  Screenshots not allowed on Android Pixel 10 phone and Pixel Tablet

  Closed schwoeg1? 342 views 11 comments 0 points Most recent by Coach Natalie February 17Troubleshooting
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  Merged: Estimate the recurring amount in reminders

  Closed kelly23 1 view 0 comments 1 point Most recent by kelly23 February 17Feature Requests
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  How to attach a PDF and export attachments on the mobile app? (edited)

  Answered ✓ Closed schwoeg1? 227 views 10 comments 0 points Most recent by schwoeg1? February 17Feedback
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  Split Transactions Not Showing Up in Planned Spending or Other Spending

  Closed pastchief8 156 views 7 comments 0 points Most recent by pastchief8 February 16Troubleshooting
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  Pending transactions not downloading from Citizens (edited)

  Closed amlafleur 50 views 1 comment 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  http://www.netxinvestor.com/ based accounts need one time code every time

  Closed everydave 52 views 3 comments 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  Stop hiding Venmo by default

  Closed bobmablob 162 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback